Back to filter
Original filing (PDF)20250912122106NAL0000967329001
FLOWSERVE CORPORATION
Form 5500
FILING_RECEIVED
FLOWSERVE CORPORATION RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,547
Accounts w/ balance
6,301
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
20 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLOWSERVE CORPORATION.
Plan sponsor
Name
FLOWSERVE CORPORATION
EIN
31-0267900
Address
5215 N. O'CONNOR BLVD. · SUITE 700 · IRVING, TX · 75039
Phone
(757) 558-4430
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | — | DALLAS, TX | NONE | $112K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $72K | — |
| THE LAMPO GROUP, INC. | — | BRENTWOOD, TN | NONE | $30K | — |
| RAMSEY SOLUTIONS | — | BRENTWOOD, TN | NONE | $15K | — |
Investments
10 direct securities · 20 pooled funds· $1.2B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$888.8M
20 holdings
Uncategorized
$296.1M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $123.8M | 10.4% | |
| TRP RETIREMENT HYBRID 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $118.2M | 10.0% | |
| TRP RETIREMENT HYBRID 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $110.9M | 9.4% | |
| TRP RETIREMENT HYBRID 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $86.1M | 7.3% | |
| TRP RETIREMENT HYBRID 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $75.2M | 6.3% | |
| TRP RETIREMENT HYBRID 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $74.6M | 6.3% | |
| Vanguard Wellington Fund Registered investment company | — | — | — | $73.7M | 6.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $67.7M | 5.7% | |
| Vanguard PRIMECAP Fund Registered investment company | — | — | — | $66.0M | 5.6% | |
| TRP RETIREMENT HYBRID 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $65.9M | 5.6% | |
| T. Rowe Price Mid-Cap Growth Fund Registered investment company | — | — | — | $63.5M | 5.4% | |
| TRP RETIREMENT HYBRID 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $38.5M | 3.2% | |
| TRP RETIREMENT HYBRID 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $29.8M | 2.5% | |
| Vanguard Windsor II Fund Registered investment company | — | — | — | $27.2M | 2.3% | |
| WTC-CIF SMALL CAP OPP. PORTFOLIO WELLINGTON TRUST COMPANY, N.A · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $26.6M | 2.2% | |
| Flowserve Corporation common stock Common stock, 369,346 shares | — | — | — | $21.2M | 1.8% | |
| Participant loans 4.25% - 9.50% due through 2040 -0- | — | — | — | $18.6M | 1.6% | |
| STATE STREET U.S. BOND INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $16.7M | 1.4% | |
| TRP RETIREMENT HYBRID 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $15.5M | 1.3% | |
| American Funds EuroPacific Growth Fund Registered investment company | — | — | — | $15.4M | 1.3% | |
| STATE ST SMMID CAP IDX CL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $12.5M | 1.1% | |
| TRP RETIREMENT HYBRID 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $8.7M | 0.7% | |
| Pimco Total Return Institutional Registered investment company | — | — | — | $8.1M | 0.7% | |
| TRP RETIREMENT HYBRID 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $5.5M | 0.5% | |
| STATE ST GL ALL CP EQ EX US ID STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $4.7M | 0.4% | |
| TRP RETIREMENT HYBRID 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $4.2M | 0.4% | |
| T. Rowe Price Retirement Income Trust Common and collective trust | — | — | — | $2.2M | 0.2% | |
| TRP RETIREMENT HYBRID BALANCED TR T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 005 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| TRP RETIREMENT HYBRID 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $1.7M | 0.1% | |
| T. Rowe Price Government Money Fund Registered investment company | — | — | — | $104K | <0.1% |